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Punch & Associates Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Punch & Associates Investment Management’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Sell
68,913
-978
-1% -$51.3K 0.18% 119
2026
Q1 		$3.68M Sell
69,891
-17,257
-20% -$879K 0.21% 116
2025
Q4 		$4.1M Sell
87,148
-335
-0.4% -$15.7K 0.24% 108
2025
Q3 		$4.11M Buy
87,483
+139
+0.2% +$6.72K 0.24% 115
2025
Q2 		$4.27M Sell
87,344
-57,092
-40% -$2.77M 0.26% 111
2025
Q1 		$7.5M Sell
144,436
-28,349
-16% -$1.46M 0.49% 83
2024
Q4 		$8.32M Sell
172,785
-2,062
-1% -$99.1K 0.45% 91
2024
Q3 		$8.24M Buy
174,847
+1,834
+1% +$86.7K 0.45% 99
2024
Q2 		$8.3M Sell
173,013
-25,210
-13% -$1.18M 0.49% 90
2024
Q1 		$9.41M Sell
198,223
-25,427
-11% -$1.14M 0.54% 80
2023
Q4 		$9.51M Sell
223,650
-3,101
-1% -$131K 0.56% 71
2023
Q3 		$9.57M Sell
226,751
-67,416
-23% -$2.77M 0.61% 66
2023
Q2 		$11.5M Sell
294,167
-13,751
-4% -$533K 0.7% 45
2023
Q1 		$11.9M Sell
307,918
-1,992
-0.6% -$78.1K 0.77% 41
2022
Q4 		$11.8M Sell
309,910
-35,119
-10% -$1.38M 0.76% 43
2022
Q3 		$12.6M Buy
345,029
+45,379
+15% +$1.73M 0.88% 29
2022
Q2 		$10.3M Buy
299,650
+25
+0% +$960 0.72% 40
2022
Q1 		$11.5M Sell
299,625
-3,004
-1% -$111K 0.65% 48
2021
Q4 		$9.91M Buy
302,629
+8,576
+3% +$290K 0.52% 79
2021
Q3 		$9.8M Sell
294,053
-3,898
-1% -$130K 0.56% 64
2021
Q2 		$10.8M Sell
297,951
-1,994
-0.7% -$68.4K 0.61% 53
2021
Q1 		$9.15M Buy
299,945
+13,395
+5% +$391K 0.55% 72
2020
Q4 		$7.35M Buy
286,550
+39,489
+16% +$949K 0.51% 79
2020
Q3 		$4.94M Buy
247,061
+1,522
+0.6% +$35.2K 0.42% 97
2020
Q2 		$6.06M Buy
245,539
+59,649
+32% +$1.46M 0.55% 72
2020
Q1 		$3.2M Buy
+185,890
New +$6.3M 0.38% 100

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Punch & Associates Investment Management's AMLP Position: Q2 2026 in Review

Punch & Associates Investment Management reduced its Alerian MLP ETF (AMLP) stake by 1.4% in Q2 2026, selling an estimated $51.3K and leaving 68,913 shares worth $3.57M. The position accounts for 0.18% of the portfolio, ranked #119.

Punch & Associates Investment Management first reported a position in AMLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.6M in Q3 2022. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Punch & Associates Investment Management held 68,913 shares of Alerian MLP ETF worth $3.57M as of Q2 2026.
  • Punch & Associates Investment Management sold 978 Alerian MLP ETF shares in Q2 2026, an estimated $51.3K.
  • Alerian MLP ETF made up 0.18% of Punch & Associates Investment Management's portfolio in Q2 2026, its #119 holding.
  • Punch & Associates Investment Management first reported a position in Alerian MLP ETF in Q1 2020 and has held it in 26 quarters since.
  • Punch & Associates Investment Management's Alerian MLP ETF position peaked at $12.6M in Q3 2022.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.